Who owns CAPITAL GROUP CORE PLUS INCO?
- Ticker: CGCP
- CUSIP Number: 14020y102
Tip: Access positions for across all investors
Analyze quarterly positions in Capital Group Core Plus Inco with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Capital Group Core Plus Inco stock
Who bought or sold CAPITAL GROUP CORE PLUS INCO this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Capital Research and Management Company - Division 3 | 73M | $1.6B | 40% | Jun 2026 |
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| LPL Financial | 34M | $746M | 13% | Jun 2026 |
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| Morgan Stanley | 21M | $458M | 11% | Mar 2026 |
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| Wells Fargo & Company | 19M | $429M | 12% | Jun 2026 |
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| Envestnet Asset Management | 12M | $276M | 8% | Jun 2026 |
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| Cetera Investment Advisers | 9.0M | $200M | 23% | Jun 2026 |
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| Raymond James Financial | 8.8M | $196M | 27% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 6.3M | $141M | -1% | Jun 2026 |
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| UBS Group | 5.3M | $119M | 9% | Jun 2026 |
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| Janney Montgomery Scott | 5.3M | $118M | 8% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 4.8M | $107M | -2% | Jun 2026 |
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| Royal Bank of Canada | 4.4M | $99M | 11% | Jun 2026 |
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| Jones Financial Companies, L.L | 4.3M | $97M | 16% | Jun 2026 |
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| Advisor Group Holdings | 3.8M | $86M | 25% | Jun 2026 |
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| WNY Asset Management | 3.7M | $84M | -11% | Jun 2026 |
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| Souders Financial Advisors | 3.4M | $77M | 7% | Jun 2026 |
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| Benjamin Edwards | 3.4M | $77M | 6% | Jun 2026 |
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| Harbour Investments | 3.4M | $76M | 6% | Jun 2026 |
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| Commonwealth Equity Services | 3.3M | $73M | -7% | Jun 2026 |
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| Mml Investors Services | 3.1M | $70M | 28% | Jun 2026 |
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| Stifel Financial | 3.0M | $66M | 13% | Jun 2026 |
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| Merit Financial Group | 2.5M | $56M | 1% | Jun 2026 |
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| Cambridge Investment Research Advisors | 2.4M | $54M | 4% | Jun 2026 |
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| Baird Financial | 2.4M | $54M | 15% | Jun 2026 |
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| Confluence Wealth Services | 2.3M | $51M | 36% | Jun 2026 |
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| ValMark Advisers | 2.2M | $50M | 8% | Jun 2026 |
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| Stonebridge Financial Group | 2.1M | $48M | 3% | Jun 2026 |
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| Captrust Financial Advisors | 2.0M | $45M | 4% | Jun 2026 |
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| Bank of America Corporation | 1.8M | $41M | 25% | Jun 2026 |
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| McGlone Suttner Wealth Management | 1.5M | $33M | 4% | Jun 2026 |
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| Northwest Financial Advisors | 1.5M | $33M | 100% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 1.4M | $32M | 100% | Jun 2026 |
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| Convergence Financial | 1.4M | $32M | 160% | Jun 2026 |
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| Kestra Investment Management | 1.4M | $31M | -31% | Jun 2026 |
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| Midwest Heritage Bank | 1.4M | $31M | 4% | Jun 2026 |
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| Compton Financial Group | 1.3M | $29M | 198% | Jun 2026 |
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| IAM Advisory | 1.3M | $29M | 2% | Jun 2026 |
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| Wood Tarver Financial Group | 1.2M | $28M | 5% | Jun 2026 |
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| Bernardo Wealth Planning | 1.2M | $28M | 4% | Jun 2026 |
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| D. J. St. Germain | 1.2M | $26M | 2% | Jun 2026 |
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| MCF Advisors | 1.1M | $25M | 0% | Jun 2026 |
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| D.A. Davidson & Co. | 983k | $22M | 9% | Jun 2026 |
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| Evolve Private Wealth | 964k | $22M | 5% | Jun 2026 |
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| EverSource Wealth Advisors | 949k | $21M | 37% | Jun 2026 |
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| Private Advisor | 949k | $21M | 61% | Jun 2026 |
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| Kestra Advisory Services | 911k | $20M | 149% | Jun 2026 |
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| Wealthcare Advisory Partners | 872k | $19M | 16% | Jun 2026 |
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| Main Line Retirement Advisors | 860k | $19M | 3% | Jun 2026 |
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| Condor Capital Management | 855k | $19M | 5% | Jun 2026 |
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| Aprio Wealth Management | 830k | $19M | -14% | Jun 2026 |
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| Alpha Financial Advisors | 829k | $19M | 1239% | Jun 2026 |
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| Diversify Wealth Management | 814k | $18M | -16% | Jun 2026 |
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| Diversify Advisory Services | 814k | $18M | 100% | Jun 2026 |
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| Troutman Wealth Management | 786k | $18M | 2% | Jun 2026 |
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| NavPoint Financial | 710k | $16M | 4% | Jun 2026 |
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| Sovran Advisors | 695k | $15M | 10% | Jun 2026 |
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| Tribridge Partners Financial | 685k | $15M | -1% | Jun 2026 |
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| FinDec Wealth Services | 677k | $15M | 5% | Jun 2026 |
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| J. Derek Lewis & Associates | 673k | $15M | 2% | Jun 2026 |
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| Vaquero Private Wealth | 639k | $14M | 100% | Jun 2026 |
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| Johnson Bixby & Associates | 638k | $14M | -18% | Jun 2026 |
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| Stadion Money Management | 630k | $14M | 0% | Jun 2026 |
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| Greenbush Financial Group | 624k | $14M | 10% | Jun 2026 |
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| Ruggaard & Associates | 614k | $14M | -3% | Jun 2026 |
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| Bridgewealth Advisory Group | 599k | $13M | 5% | Jun 2026 |
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| EP Wealth Advisors | 590k | $13M | 0% | Jun 2026 |
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| Branch Banking & Trust Company | 564k | $13M | -5% | Jun 2026 |
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| Mutual Advisors | 547k | $12M | 7% | Jun 2026 |
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| Ashton Thomas Private Wealth | 538k | $12M | 9% | Jun 2026 |
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| Lodestone Wealth Management | 524k | $12M | 42% | Jun 2026 |
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| AA Financial Advisors | 519k | $12M | 7% | Jun 2026 |
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| Wagner Bowman Management | 518k | $12M | -2% | Jun 2026 |
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| Goss Wealth Management | 485k | $11M | 21% | Jun 2026 |
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| Stephens | 457k | $10M | 2% | Jun 2026 |
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| Rockefeller Capital Management | 414k | $9.2M | 0% | Jun 2026 |
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| IHT Wealth Management | 389k | $8.7M | 40% | Jun 2026 |
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| Waterloo Capital | 385k | $8.6M | 100% | Jun 2026 |
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| Farther Finance Advisors | 384k | $8.6M | 25% | Jun 2026 |
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| Affiance Financial | 370k | $8.2M | 5% | Jun 2026 |
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| Adamsbrown Wealth Consultants | 369k | $8.2M | -5% | Jun 2026 |
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| January Capital Advisors | 369k | $8.2M | -38% | Jun 2026 |
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| Landmark Wealth Management | 368k | $8.2M | 9% | Jun 2026 |
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| HPM Partners | 356k | $7.9M | 1% | Jun 2026 |
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| Equitable Holdings | 354k | $7.9M | -31% | Jun 2026 |
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| Equity Wealth Partners | 346k | $7.7M | 2560% | Jun 2026 |
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| Freedom Financial Partners | 343k | $7.7M | -19% | Jun 2026 |
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| Investment Planning Advisors | 343k | $7.6M | 2% | Jun 2026 |
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| Alpha Capital Advisors | 338k | $7.5M | 2% | Jun 2026 |
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| Swisher Financial Concepts | 311k | $6.9M | -3% | Jun 2026 |
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| Entruity Wealth | 307k | $6.9M | -33% | Jun 2026 |
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| Flynn Zito Capital Management | 304k | $6.8M | 5% | Jun 2026 |
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| Independent Financial Group | 294k | $6.5M | 379% | Jun 2026 |
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| Compass Financial | 287k | $6.4M | -1% | Jun 2026 |
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| Geneos Wealth Management | 282k | $6.3M | 0% | Jun 2026 |
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| Smith Thornton Advisors | 281k | $6.2M | 6% | Jun 2026 |
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| Smartleaf Asset Management | 278k | $6.2M | 0% | Jun 2026 |
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| Jane Street | 278k | $6.2M | 100% | Jun 2026 |
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| Capital Analysts | 268k | $6.0M | 35% | Jun 2026 |
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| Natixis Asset Management Advisors | 268k | $6.0M | 18% | Jun 2026 |
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| Goldman Sachs Group | 266k | $5.9M | 100% | Jun 2026 |
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| Studio Investment Management | 266k | $5.9M | 4% | Jun 2026 |
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| Boyer Financial Services | 259k | $5.8M | 25% | Jun 2026 |
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| Hunter Associates | 258k | $5.8M | 6% | Jun 2026 |
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| Kera Capital Partners | 255k | $5.7M | -1% | Jun 2026 |
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| Susquehanna International | 253k | $5.6M | -3% | Jun 2026 |
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| Fearless Solutions, LLC dba Best Invest | 242k | $5.4M | -5% | Jun 2026 |
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| Concurrent Investment Advisors | 232k | $5.2M | -4% | Jun 2026 |
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| Core Wealth Partners | 228k | $5.1M | -16% | Jun 2026 |
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| Inspire Advisors | 225k | $5.0M | 10% | Jun 2026 |
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| Vigil Wealth Management | 215k | $4.8M | -7% | Jun 2026 |
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| Leigh Baldwin & Co | 208k | $4.6M | 10% | Mar 2026 |
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| Fifth Third Bancorp | 205k | $4.6M | 17% | Jun 2026 |
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| Stewardship Concepts Financial Services | 197k | $4.4M | 8% | Jun 2026 |
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| Oppenheimer & Co | 197k | $4.4M | 3% | Jun 2026 |
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| Assetmark | 192k | $4.3M | 65% | Jun 2026 |
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| Western Wealth Management | 178k | $4.0M | 6% | Jun 2026 |
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| Cullen Frost Bankers | 178k | $4.0M | 5% | Jun 2026 |
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| Level Four Advisory Services | 172k | $3.8M | 6% | Jun 2026 |
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| Cornerstone Advisors Asset Management | 172k | $3.8M | 2% | Jun 2026 |
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| CLG | 172k | $3.8M | 8% | Jun 2026 |
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| Davenport & Co | 171k | $3.8M | -3% | Jun 2026 |
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| Nations Financial Group | 171k | $3.8M | 10% | Jun 2026 |
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| Citadel Advisors | 164k | $3.6M | -62% | Jun 2026 |
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| Stratos Wealth Partners | 156k | $3.5M | 7% | Jun 2026 |
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| CVFG | 155k | $3.4M | 46% | Jun 2026 |
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| Gateway Wealth Partners | 152k | $3.4M | -43% | Jun 2026 |
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| Endeavor Private Wealth | 150k | $3.4M | 6% | Jun 2026 |
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| IFP Advisors | 150k | $3.3M | 4% | Jun 2026 |
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| Midwest Financial Network | 149k | $3.3M | -19% | Jun 2026 |
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| Capital Group Private Client Services | 148k | $3.3M | -3% | Jun 2026 |
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| Perennial Investment Advisors | 148k | $3.3M | -5% | Jun 2026 |
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| Prospera Financial Services | 145k | $3.2M | 1% | Jun 2026 |
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| Greatmark Investment Partners | 142k | $3.2M | 0% | Jun 2026 |
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| Summit Financial | 142k | $3.2M | -3% | Jun 2026 |
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| Continuum Advisory | 141k | $3.1M | -1% | Jun 2026 |
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| Rothschild Investment | 137k | $3.0M | 1% | Jun 2026 |
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| CLS Investments | 136k | $3.0M | 45% | Jun 2026 |
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| New England Capital Financial Advisors | 133k | $3.0M | -49% | Jun 2026 |
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| Great Valley Advisor Group | 131k | $2.9M | 0% | Jun 2026 |
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| Financial Management Network | 127k | $2.8M | 2% | Jun 2026 |
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| Pensionmark Financial Group | 125k | $2.8M | 1% | Jun 2026 |
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| Ameriprise Financial | 120k | $2.7M | -25% | Jun 2026 |
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| Bristlecone Value Partners | 118k | $2.6M | 8% | Jun 2026 |
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| Citigroup | 116k | $2.6M | 100% | Mar 2026 |
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| Belpointe Asset Management | 116k | $2.6M | -7% | Jun 2026 |
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| Nbc Securities | 112k | $2.5M | 81% | Jun 2026 |
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| Kestra Private Wealth Services | 111k | $2.5M | 30% | Jun 2026 |
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| Kingsview Wealth Management | 110k | $2.5M | -11% | Mar 2026 |
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| LongView Wealth Management | 110k | $2.4M | -8% | Jun 2026 |
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| Forge Financial Services | 110k | $2.4M | -6% | Jun 2026 |
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| Global Retirement Partners | 107k | $2.4M | -49% | Jun 2026 |
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| Mariner Wealth Advisors | 28k | $628k | -90% | Jun 2026 |
|
Who sold out of Capital Group Core Plus Inco?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Independent Advisor Alliance | Mar 2026 | 635k | $14M |